Catamount Wealth Management - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.

Quarter-by-quarter ownership
Catamount Wealth Management ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2018$2,0000.0%250.0%0.00%0.0%
Q4 2017$2,0000.0%250.0%0.00%0.0%
Q3 2017$2,0000.0%250.0%0.00%0.0%
Q2 2017$2,0000.0%250.0%0.00%0.0%
Q1 2017$2,0000.0%250.0%0.00%
-50.0%
Q4 2016$2,0000.0%250.0%0.00%0.0%
Q3 2016$2,0000.0%250.0%0.00%0.0%
Q2 2016$2,0000.0%250.0%0.00%0.0%
Q1 2016$2,0000.0%250.0%0.00%0.0%
Q4 2015$2,0000.0%250.0%0.00%0.0%
Q3 2015$2,0000.0%250.0%0.00%0.0%
Q2 2015$2,0000.0%250.0%0.00%0.0%
Q1 2015$2,0000.0%250.0%0.00%0.0%
Q4 2014$2,000250.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders